Jim Kellerman
Retiree and former patent attorney from Cincinnati who retired around age 58 and now works part-time in estate planning, teaches business law in prison settings and community college, and volunteers with programs supporting inmates.
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16 snips
Mar 19, 2026 • 1h 30min
#196 – "Real" person retirement planning chat with Jim Kellerman
Jim Kellerman, a retiree and former patent attorney from Cincinnati who now teaches and volunteers in prisons while doing part-time estate planning. He talks about shifting from full-time law to purposeful encore work. He describes daily life, health insurance before Medicare, deferred compensation and Roth conversion thinking. He stresses phased retirement, structure, and the value of disciplined saving.
